Explore ready-made portals to streamline client file collection and simplify your intake process.
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Simple, transparent pricing
Select the right intake system for your business needs. All plans include secure file requests and client portal access.
For small teams needing basic file collection and request tracking.
$19/mo
or $199 yearly
Includes:
Unlimited file requests
Client portal access
Basic status tracking
For growing businesses managing more clients and intake requests.
$29/mo
or $299 yearly
Everything in Starter +
Custom request templates
Automated reminders
Advanced status boards
Priority email support
For larger teams needing advanced workflows and integrations.
$49/mo
or $499 yearly
Everything in Growth +
Workflow integrations
Team permissions
Audit logs
Custom branding
Dedicated onboarding
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